Financial Forecasting

FinApp: Cashflow Forecasting

Identify income and financial obligations in order to project cash flow and organise a financial calendar.

Get Started With FinApp: Cashflow Forecasting

Financial Forecasting Software

Easy to use guidance

An accurate financial forecast gives users a better idea of what’s safe to spend. By applying patent protected machine learning and predictive data analytics to consumer transactions Envestnet | Yodlee’s Cashflow Forecasting FinApp goes beyond static views of finance. The application identifies recurring income and forecasted financial obligations while accounting for fluctuations leveraged from historic data. This provides users a cashflow amount on any given calendar day of what is available to spend whilst meeting their current financial obligations.

This product is available via
  • APP
  • API

Cashflow Forecasting

Key Features

Cashflow forecasting dynamically identifies recurring and forecasted financial obligations and income.

User-Friendly Interface

Lets consumers know how much disposable cash they have between paydays


Personalised financial calendar provides a customised central view of upcoming financial events


Users can customise goals based on their needs

Timely Notifications and Alerts

Proactive tools help consumers stay on top of day-to-day finances

Data Intelligence

Best-in-class platform, data intelligence, and predictive analytics target consumers with the right products at the right time

Responsive Design

Flexible design enables users to access their financial data across various devices, user interfaces, and platforms

Proven Provider

10+ years in Australia with local management, plus our global experience and reach make Envestnet | Yodlee the ideal partner

Insights and Advice

Explore our collection of white papers, eBooks, case studies and more for a deeper dive into financial wellness solutions.



How Cashflow Forecasting Works

By applying machine learning AI techniques and data analytics to historical transactions, Cashflow Forecasting, part of our series of FinApps, provides an easy way to forecast monthly expenses and balances.

  • Expand service options
  • Improve customer loyalty
  • Build business intelligence
  • Execute with confidence

Forward-Looking, Engaging Financial Experience

By identifying recurring and forecasted financial obligations while accounting for fluctuations determined from historic data, Cashflow Forecasting goes far beyond traditional tools that merely provide static views of finances.

Cashflow Forecasting displays upcoming recurring expenses, paycheck deposits, and financial events in a centralised calendar view. The modern and visually engaging graphical format makes it easy for consumers to see when and how much they’ll be paid and when recurring bills are due. They can also view projected balances on future dates. Personalised insights, tips, and recommendations are provided to help consumers navigate their unique financial journey.